Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Christopher Roland has been in the financial services industry since June 4, 1990. Robert is currently a registered representative with Cambridge Investment Research Advisors, Inc. in Nelson, NH. Robert has previously been registered with Lincoln Investment, Great American Advisors, Inc., Investors Capital Corp., Commonwealth Equity Services, Inc. and Allmerica Investments, Inc. Robert is licensed to provide financial services in Arizona, Indiana, Massachusetts, Montana, New Hampshire, and Texas. Robert is a Series 63, Series 7, and SIE licensed representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NH
06/08/2021 - Present
Cambridge Investment Research Advisors, Inc. (Nelson NH)
NH
08/02/2010 - 12/31/2017
LINCOLN INVESTMENT (NELSON NH)
NH
01/07/2003 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (NELSON NH)
MA
01/08/1999 - 12/31/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
06/15/1993 - 12/31/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
MA
04/24/1990 - 06/02/1993
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 03/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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